Tuy-Lien Tran
Tuy-Lien Tran is a registered investment advisor at Global Retirement Partners LLC, based in San Rafael, CA, with 8 years of industry experience. Tuy-Lien operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Financial Planning & Coaching, Investment Management, Retirement Planning. Their firm serves 24,340 clients with $140B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $1.0M | 2.00% |
| $1.0M - $2.0M | 1.50% |
| $2M+ | 1.00% |
Fee Estimator
Location
4340 Redwood Highway, Suite B-60, San Rafael, CA, 94903
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Tuy-Lien operates her LPL business through GRP Financial and is also affiliated with HUB International. She provides investment advisory services through Global Retirement Partners and administrative support to RPA Financial, LLC, and works as a real estate agent for Berkshire Hathaway HomeServices, dedicating minimal time to this.
Employment History
Current Registrations
Global Retirement Partners LLC
LPL Financial LLC
LPL Financial LLCBroker
State Registrations53 states
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